Universal Banker

We are looking for a customer-focused Universal Banker to join our team in Santa Barbara, California in a contract capacity with the potential for a permanent role. This position combines relationship-building, day-to-day transaction support, and new account expertise to help clients navigate their financial needs with confidence. The ideal candidate brings a service-first mindset, strong attention to detail, and the ability to connect clients with appropriate banking solutions while maintaining efficient branch operations.

Responsibilities:
• Build and strengthen client relationships by engaging customers in meaningful conversations and identifying opportunities to support their financial goals.
• Open new accounts and assist with banking products and services by matching client needs with appropriate solutions.
• Process routine and complex financial transactions accurately, including cash handling and teller-related activities, while delivering a welcoming branch experience.
• Guide clients on digital banking and self-service options to improve convenience and streamline everyday transactions.
• Recognize cross-sell and referral opportunities, then connect clients with the right branch partners or specialists when additional support is needed.
• Support lobby coverage and in-branch engagement efforts to create a responsive, service-oriented environment for every visitor.
• Follow branch procedures, compliance standards, and security protocols to protect client information and reduce operational risk.
• Balance assigned cash drawer and complete daily operational tasks with accuracy, sound judgment, and attention to established policies.

Qualifications:

• Previous experience as a Personal Banker, Universal Banker, or in a similar retail banking role with new accounts exposure is preferred.
• Strong customer service skills with the ability to build trust and respond professionally to client concerns.
• Experience handling cash transactions accurately and managing drawer balancing responsibilities.
• Working knowledge of banking products, branch operations, and client referral practices.
• Ability to listen carefully, assess client needs, and recommend appropriate banking services or escalate when needed.
• Comfortable using technology to explain digital banking tools and support client adoption of self-service options.
• Demonstrated ability to work collaboratively, adapt to changing priorities, and maintain confidentiality in a regulated environment.

Compensation

$25.00-$28.00 Hourly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.